Archive for the 'Conferences' Category


SugarCon is always a great time for me to get in touch with the people that are active in the field every day – helping make customers successful in their CRM initiatives. Regardless of my vendor association, I am still a technology evangelist at heart, and learning what people are really doing gets me excited. [...]

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In a perfect world, we would begin our CRM implementation the first day we start our business. And we’d have just one system of data to deal with when it came to marketing, selling and providing support to our customers. We all know that is a pipe dream. The reality is that we all have [...]

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CRM systems are really, really great at centralizing very structured data sets around your prospects, customers, partners, employees etc. However, that is just one part of the data equation when it comes down to the reality of doing business in a connected world. That is where content management systems can help transform a CRM tool [...]

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Email and CRM go together in theory like chocolate and peanut butter. Though, to many users, email and CRM seem more like oil and water. To tell you the truth, I don’t think one can do really well without the other when it comes to aiding sales people. But, a lot of stuff can get [...]

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Before delving into my continued spotlights on some key SugarCon sessions, I wanted to thank Mitch Lieberman for stepping in and adding some great ideas, opinions and observations on outsiders. Welcome, Mitch. OK, now, one of the things I used to love/hate about CRM systems was the reporting. Or I should note – the lack [...]

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Leading up to the SugarCon event, I will be highlighting some of our partners speaking at the event. SugarCRM has created an amazing ecosystem of technology, ISV and VARs in only a few short years. These companies are doing a lot of cool things that either tie-in to SugarCRM, or simply better enable your CRM [...]

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A lot of companies still fail to see the value of CRM versus contact management or simple SFA because they simply do not understand the value of underlying workflows in a true CRM platform like Sugar. Workflow is the magic bean that turns a static database into a living process execution system. Workflow makes workers [...]

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Looking back over my last few posts – a few things jumped out at me. What is normally a blog containing (what I’d like to think of as) useful thoughts on CRM and customer strategy, has become to the casual observer an advertising channel for what some would see as a vendor’s user conference. That [...]

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CRM systems are great at traditional sales automation, and many are pretty strong in terms of providing customer support and service automation tools. But in my opinion, the area where a lot of CRM deployments stall is in the marketing department. I think this is the case for two reasons. One – marketing is still [...]

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OK, here is day two of my SugarCon Spotlight series, highlighting what I feel will be some of the “can’t miss” sessions at SugarCon. Today’s Pick:  Navigating Sugar – Less Clicks, More Action Now, every single CRM system will tell you – “hey, our CRM system has every feature in the world – AND it’s [...]

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